ON DEMAND Exceeds Authorization Check

IMPORTANT: This feature will find appointments exceeding a client authorization that were the result of the Funder’s Scheduling Rule “Appointment Exceeds Authorized Hours” being set to to either “Warn & Allow” or “Allow”.

Open

• ”If your company account funder settings all reflect the option “Don’t Allow” for exceeding authorized hours, the system will NOT allow users to over schedule.

• Rethink recommends selecting “Do Not Allow” in order to limit users from scheduling more hours than are authorized.

1.

• First- look up the staff and or client appointments in week or month view

• Then click on the orange icon above the calendar labeled: “Exceed Authorization: OFF”

• After selected, the button will turn green and read “Processing”

• Once complete it will remain green and read “Exceed Authorization: ON”

Open

• Available within the Individual or Group Calendar view

• Once Exceeds Authorization is enabled; it will remain on even if searching for a different staff or client AS LONG AS you are in the same date range.

2.

Appointments that exceed the client authorized hours will display in red.

3.

To locate appointments that exceed authorized hours in the Appointment List

Enter Date Range

Select Filter Criteria

Scroll down to filter Appointments with Billing Issues, then select “Exceeded Authorized Hours”

Click “Submit”